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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,575 | $81,334+15.0% | $113,397-17.5% | $64,097+46.0% |
| Participation rate | 99.5% | 65.6%+33.8pp | 76.5%+23.0pp | 55.2%+44.3pp |
| Annual return | 0.29% | 32.50%-32.2pp | 23.20%-22.9pp | 34.64%-34.4pp |
| Employer contribution / active EE | $10,237 | $2,077+392.9% | $2,977+243.8% | $1,891+441.2% |
| Participant deferral / active EE | $0 | $3,795-100.0% | $5,076-100.0% | $3,080-100.0% |
| Admin fee / account holder | $1 | $4,208-100.0% | $11,957-100.0% | $3,454-100.0% |